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2024.01.07 Twist Bioscience JPM 2024 FINAL2-website.pdf

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1、Writing the FutureJ A N U A R Y 2 0 2 4|TWIST BIOSCIENCE Legal DisclaimersThis presentation contains forward-looking statements.All statements other than statements of historical facts contained herein areforward-looking statements reflecting the current beliefs and expectations of management made p

2、ursuant to the safe harbor provisions ofthe Private Securities Litigation Reform Act of 1995,including,but not limited to,annual financial guidance for fiscal 2024,statementsregarding Twist Biosciences path to profitability,future growth,expansion,market share gains and Twist Biosciences other expec

3、tationsregarding its future operations plans and financial performance,timing of end to end workflow for DNA data storage,introduction of newproducts,and newly announced partnerships.Forward-looking statements involve known and unknown risks,uncertainties,and otherimportant factors that may cause Tw

4、ist Biosciences actual results,performance,or achievements to be materially different from anyfuture results,performance,or achievements expressed or implied by the forward-looking statements.Such risks and uncertaintiesinclude,among others,the risks and uncertainties relating to COVID-19;the abilit

5、y to attract new customers and retain and grow salesfrom existing customers;risks and uncertainties of rapidly changing technologies and extensive competition in synthetic biology thatcould make the products Twist Bioscience is developing obsolete or non-competitive;uncertainties of the retention of

6、 significantcustomers;the ability of Twist Bioscience to successfully integrate acquired companies and to achieve expected benefits fromacquisitions;supply chain and other disruptions;risks of third party claims alleging infringement of patents and proprietary rightsor seeking to invalidate Twist Bi

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根据报告的内容,本文主要介绍了Twist Bioscience公司的业务发展情况。关键点包括: 1. Twist Bioscience是一家合成生物学公司,提供DNA和RNA合成、基因编辑、DNA数据存储等产品和服务。 2. 公司2016-2023年收入持续增长,2023年收入预计达到2.45亿美元,毛利率稳步提升至37%。 3. Twist Bioscience拥有独特的硅芯片平台,可以高效生产DNA,具有成本优势和规模效应。 4. 公司产品线不断扩展,包括用于药物发现的生物制药解决方案、用于DNA数据存储的产品等。 5. Twist Bioscience正在开发DNA数据存储技术,预计2025年实现商业化。 6. 公司预计2024财年收入2.85-2.9亿美元,毛利率39-40%,正在努力实现盈利。 7. Twist Bioscience正在扩大客户群和市场份额,通过新产品和解决方案推动收入增长。
Twist Bioscience如何实现盈利? DNA数据存储有何优势? Twist Bioscience在生物制药领域有何创新?
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